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Gladstone Capital Management’s Aon AON Stock Holding History

Gladstone Capital Management’s Portfolio AON Stock Details AON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-156,730
Closed -$45.6M – 20
2023
Q4 		$45.6M Sell
156,730
-174,412
-53% -$55.8M 5.34% 8
2023
Q3 		$107M Buy
331,142
+28,534
+9% +$9.44M 10.96% 2
2023
Q2 		$104M Buy
302,608
+43,046
+17% +$14M 11.51% 4
2023
Q1 		$81.8M Buy
259,562
+59,134
+30% +$18.3M 10.4% 4
2022
Q4 		$60.2M Buy
+200,428
New +$58.6M 7.78% 6

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Gladstone Capital Management's AON Position: Q1 2024 in Review

Gladstone Capital Management sold out of Aon (AON) in Q1 2024, closing a stake of 156,730 shares — an estimated $45.6M sold.

Gladstone Capital Management first reported a position in AON in Q4 2022 and held it in 5 quarters. The position peaked at $107M in Q3 2023. 1,081 funds tracked by Wall St. Rank hold AON as of Q1 2024.

  • Gladstone Capital Management reported no remaining Aon position as of Q1 2024 after selling out during the quarter.
  • Gladstone Capital Management sold 156,730 Aon shares in Q1 2024, an estimated $45.6M.
  • Gladstone Capital Management first reported a position in Aon in Q4 2022 and held it in 5 quarters.
  • Gladstone Capital Management's Aon position peaked at $107M in Q3 2023.
  • 1,081 funds tracked by Wall St. Rank held Aon as of Q1 2024.

Based on Gladstone Capital Management's 13F filing for Q1 2024, filed 15 May 2024.